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Exactly what I discussed on Episode 95 of the Angry Clean Energy Guy podcast, except for the whole world rather than just the US: “The Achilles heel of AI and AGI is electricity. By 2030, new data centers require $6.7 trillion worldwide, based on current market data, to keep…
One year later, the staggering energy shortfall to power the AI revolution rises from 36GW to 44GW. At $60BN per GW, this is $2.5 Trillion in grid funding needed and EXCLUDES the $2 Trillion needed to build the actual data centers (source Morgan Stanley).
"What if the AI race isn’t about chips at all?" Hint: It isn't about chips. It's about access to cheap electricity at massive scale ft.com/content/e4c9ac…
Historic: China’s CO2 emissions have now been flat or falling for 18 months Off-the-charts good carbonbrief.org/analysis-china…
Banks: Most have always been hypocritical on climate Insurance companies: Most have always been hypocritical on climate Pension and sovereign funds: actually mean it when they said they’re taking climate action This has been clear for years (I covered it in my book Saving the…
Exactly 0.1% of all the carbon we capture from the air isn’t via forests. Top 10 Countries with Largest Forests: 1 Russia: 833m hectares (20.11% share of world) 2 Brazil: 486m (11.74%) 3 Canada: 369m (8.91%) 4 US: 308m (7.46%) 5 China: 227m (5.49%) 6 DRC: 139m (3.36%) 7…
The Philippines just awarded a massive 10GW of renewables capacity at its 4th Green Energy Auction Program, bringing the total from green auctions over 3 years to 22GW - 74% of the entire existing installed capacity of the country Renewables take over slowly, slowly, then…
Prediction: Nothing useful for climate action will happen at #COP30. The UN "climate talks" are quasi fossil fuel fairs hijacked to obfuscate and delay NB: Vast climate action is everywhere, and gaining momentum. Just not at the COPs which should be restructured or closed
Tectonic shift in Europe's car market: In September, 67% of all new cars in Europe were electrified >HEVs (hybrid EVs) up 16% YoY to 35% share >Pure EVs up by 22% to 21% share >PHEVs (Plug-in Hybrid EVs) up 59% to 11% share Also: >Petrol cars down 8% to 24% share >Diesel down…
World’s biggest isolated grid - Western Australia’s South West Interconnected System - hits new peak of 89% renewables Not long ago, Big Oil propagandists were explaining to us why 20% renewables would collapse the grid and the economy reneweconomy.com.au/worlds-biggest…
Hyperscalers announced new data centres with 46GW of computing power >Cost: $2.5tn to build >Require 55GW to 65GW of base load electricity That's more than the total installed capacity of Poland or Sweden, 6 times New Zealand or Singapore, 50% of UK ft.com/content/2b849d…
South Korea mandates solar PV for every parking lot for 80 cars or more (from end-November), applying it retroactively to existing facilities - about 3,000 lots in total That's 2 to 3GW of new solar powering millions of homes, zero land needed cm.asiae.co.kr/en/article/202…
Global deforestation is declining, a very good thing. Top 10 countries adding forests (2015-2025) 1 China: 1,686 hectares, per year, or 16.9m ha total (larger than Bangladesh or Greece) 2 Russia: 942 ha/ year (about the size of South Korea or Portugal) 3 India: 191 ha/year 4…
We'll keep addin' solar down here in Texas, no matter who's runnin' the show in Washington. Why? 'Cause it's just better, simple as that cleantechnica.com/2025/10/27/tex…
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